JMN Financial’s Eli Lilly LLY Stock Holding History

JMN Financial’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Buy	981 +102	+12%	+$104K	0.92%	18
2026 Q1	$809K	Buy	879 +33	+4%	+$33.5K	0.8%	24
2025 Q4	$910K	Buy	+846	New	+$809K	0.91%	18

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JMN Financial's LLY Position: Q2 2026 in Review

JMN Financial increased its Eli Lilly (LLY) stake by 12% in Q2 2026, buying an estimated $104K and bringing the position to 981 shares worth $1.18M. The position accounts for 0.92% of the portfolio, ranked #18.

JMN Financial first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,431 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

JMN Financial held 981 shares of Eli Lilly worth $1.18M as of Q2 2026.
JMN Financial bought 102 Eli Lilly shares in Q2 2026, an estimated $104K.
Eli Lilly made up 0.92% of JMN Financial's portfolio in Q2 2026, its #18 holding.
JMN Financial first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
4,431 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.